Sound Stewardship’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $327K | Buy |
529
+25
| +5% | +$15.4K | 0.17% | 52 |
|
2025
Q1 | $282K | Sell |
504
-95
| -16% | -$53.1K | 0.16% | 52 |
|
2024
Q4 | $351K | Buy |
599
+20
| +3% | +$11.7K | 0.21% | 46 |
|
2024
Q3 | $332K | Buy |
579
+28
| +5% | +$16.1K | 0.19% | 48 |
|
2024
Q2 | $300K | Buy |
+551
| New | +$300K | 0.18% | 49 |
|